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Get Institutions for : 
Vanguard S&P 500 Etf (VOO)  
$497.64 4.11 (0.83%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2481    50
Total shares held : 
 330,149,532  
% of shares held : 
 36.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   558  
Amount of shares held : 
 6,582,798  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $434.01  
Last Quarter's Ending Price : 
 $480.70  
Last Quarter's Average Price : 
 $457.68  
Change from last quarter's     
avg. price to the last closing  : 
39.96 (8.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
120
 3,068,827
 0.93%
 
Increased Positions :
1,240
 26,755,370
 8.1%
 
Unchanged Positions :
389
 19,704,690
 5.97%
 
Decreased Positions :
732
-20,889,669
-6.33%
 
Closed Positions :
70
-2,351,730
-0.71%
 
Guru Positions :
4
1,829,516
 0.55%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 66 - 2024-03-31 25,386,297 $12,203,193,000 2,546,192
   BANK OF AMERICA CORP /DE/ 9 - 2024-03-31 22,568,819 $10,848,831,000 732,502
   J P MORGAN CHASE & CO 12 - 2024-03-31 21,245,952 $10,212,930,000 10,393,926
   MORGAN STANLEY 16 - 2024-03-31 19,514,638 $9,380,687,000 1,410,460
   Acorns Advisers LLC 1 - 2024-03-31 7,946,634 $3,819,947,000 67,623
   WELLS FARGO & CO/MN 41 - 2024-03-31 4,383,615 $2,107,204,000 166,372
   LPL FINANCIAL CORP 13 - 2024-03-31 3,947,444 $1,897,536,000 47,233
   AMERIPRISE FINANCIAL INC 31 - 2024-03-31 3,910,664 $1,880,312,000 55,891
   MERCER GLOBAL ADVISORS INC /ADV 2 - 2024-03-31 3,672,746 $1,765,989,000 431,734
   ROYAL BANK OF CANADA 48 - 2024-03-31 3,474,726 $1,670,300,000 564,482
   UBS Group AG 30 - 2024-03-31 3,232,399 $1,553,814,000 158,821
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 3 - 2024-03-31 3,182,670 $1,529,910,000 76,943
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3 - 2024-03-31 3,021,932 $1,452,643,000 99,259
   BB&T CORP 7 - 2024-03-31 2,388,344 $1,148,077,000 107,347
   E-L Financial Corp Ltd 1 - 2024-03-31 1,654,272 $1,076,468,000 615
   WOLVERINE TRADING LLC 3 - 2024-03-31 2,088,228 $1,003,811,000 499,089
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 5 - 2024-03-31 2,046,764 $983,879,000 77,415
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1 - 2024-03-31 1,927,563 $926,580,000 27,597
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 76 - 2024-03-31 1,610,690 $774,259,000 47,831
   JONES FINANCIAL COMPANIES LLLP 25 - 2024-03-31 1,449,445 $696,748,000 220,199
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21 - 2024-03-31 1,422,769 $683,952,000 117,978
   STIFEL FINANCIAL CORP 19 - 2024-03-31 1,415,516 $680,465,000 11,722
   Pathstone Holdings LLC 4 - 2024-03-31 1,391,777 $669,032,000 43,575
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1 - 2024-03-31 1,371,080 $659,078,000 221,382
   JMG FINANCIAL GROUP, LTD. 1 - 2024-03-31 1,319,172 $634,126,000 13,242
   COMMONWEALTH EQUITY SERVICES LLC. 12 - 2024-03-31 1,291,642 $620,893,000 48,569
   GLENMEDE TRUST CO NA 3 - 2024-03-31 1,283,551 $617,003,000 14,540
   CREATIVE PLANNING 32 - 2024-03-31 1,223,669 $588,218,000 135,659
   Cetera Investment Advisers 9 - 2024-03-31 1,210,324 $581,803,000 942,640
   Gibson Wealth Advisors LLC 3 - 2022-12-31 1,638,171 $578,703,000 1,609,692
   ANGELES INVESTMENT ADVISORS, LLC 1 - 2024-03-31 1,184,129 $569,211,000 21,210
   FFT WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,121,847 $539,272,000 853,635
   PATHSTONE FAMILY OFFICE, LLC 4 - 2023-09-30 1,323,617 $519,787,000 1,183,946
   Rockefeller Capital Management L.P. 6 - 2024-03-31 1,023,483 $491,989,000 214,532
   CAPTRUST FINANCIAL ADVISORS 8 - 2024-03-31 1,022,710 $491,617,000 96,557
   Call To Action Foundation 1 - 2024-03-31 999,481 $480,451,000 3,210
   COLONY GROUP, LLC 2 - 2024-03-31 962,808 $462,822,000 92,364
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1 - 2024-03-31 960,293 $461,613,000 40,941
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 1 - 2024-03-31 958,896 $460,941,000 20,996
   Clal Insurance Enterprises Holdings Ltd 5 - 2024-03-31 939,657 $451,693,000 863,287
   GELLER FAMILY OFFICE SERVICES LLC 1 - 2024-03-31 921,866 $443,141,000 87,904
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 1 - 2024-03-31 918,889 $441,710,000 44,102
   Analyst IMS Investment Management Services Ltd. 2 - 2024-03-31 917,151 $440,875,000 200,167
   TIAA TRUST NATIONAL ASSOCIATION 19 - 2024-03-31 881,548 $423,760,000 12,520
   Baird Financial Group Inc. 23 - 2024-03-31 845,469 $406,417,000 3,086
   Summit Trail Advisors LLC 2 - 2024-03-31 815,493 $392,008,000 77,804
   DIVERSIFIED TRUST CO 1 - 2024-03-31 757,526 $364,143,000 49,799
   Nicholas Hoffman & Company LLC. 1 - 2024-03-31 737,599 $354,564,000 145,880
   FINANCIAL NETWORK 4 - 2024-03-31 707,333 $340,015,000 59,274
   MARINER WEALTH ADVISORS, LLC 23 - 2024-03-31 691,413 $332,362,000 71,179
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1 - 2024-03-31 688,588 $331,004,000 5,404
   GenTrust LLC 1 - 2024-03-31 646,405 $310,727,000 81,195
   HOLLENCREST SECURITIES LLC 1 - 2024-03-31 646,330 $310,691,000 505,545
   KEYBANK NATIONAL ASSOCIATION/OH 15 - 2024-03-31 638,341 $306,851,000 83,936
   Provida Pension Fund Administrator 5 - 2023-12-31 678,269 $296,268,000 678,269
   NORTHERN TRUST CORP 336 - 2024-03-31 614,608 $295,442,000 253,681
   COLONY GROUP LLC 2 - 2023-09-30 749,280 $294,242,000 20,083
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 1 - 2024-03-31 581,926 $279,732,000 19,569
   MML INVESTORS SERVICES LLC 11 - 2024-03-31 576,400 $277,076,000 40,113
   SUN LIFE FINANCIAL INC 3 - 2024-03-31 571,669 $274,801,000 536,635
   Wealthfront Advisers LLC 20 - 2024-03-31 555,170 $266,870,000 48,616
   FIERA SCEPTRE INC. 35 - 2024-03-31 534,883 $257,118,000 5,891
   Kestra Advisory Services LLC 5 - 2024-03-31 520,531 $250,220,000 86,353
   Beacon Pointe Advisors LLC 4 - 2024-03-31 514,202 $247,177,000 2,984
   NEPC LLC 4 - 2024-03-31 505,436 $242,963,000 186,100
   Center for Financial Planning Inc. 1 - 2024-03-31 505,287 $242,892,000 55,181
   OLD NATIONAL BANCORP /IN/ 2 - 2024-03-31 468,102 $225,017,000 14,253
   LGL PARTNERS LLC 1 - 2024-03-31 463,113 $222,619,000 356,390
   FIRST MANHATTAN CO 29 - 2024-03-31 457,284 $219,832,000 59,168
   GREEN SQUARE CAPITAL MANAGEMENT LLC 1 - 2024-03-31 3,560,049 $212,469,000 3,018,626
   Hartland & Co. LLC 1 - 2024-03-31 435,769 $208,633,000 1,934
   NEW YORK LIFE INSURANCE CO 1 - 2024-03-31 428,036 $205,757,000 324,807
   Goss Wealth Management LLC 5 - 2024-03-31 427,380 $205,441,000 3,734
   Edgehill Endowment Partners LLC 2 - 2024-03-31 426,180 $204,865,000 1,363
   MACQUARIE GROUP LTD 104 - 2024-03-31 413,120 $198,587,000 18,115
   MILESTONE GROUP INC 1 - 2024-03-31 409,778 $196,980,000 38,083
   Northeast Financial Consultants Inc 2 - 2024-03-31 388,450 $186,728,000 72,072
   PINNACLE FINANCIAL PARTNERS INC 3 - 2024-03-31 364,135 $175,040,000 391
   AXIS CAPITAL HOLDINGS LTD 1 - 2024-03-31 360,441 $173,264,000 105,837
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 40 - 2024-03-31 357,433 $171,818,000 66,126
   TRB ADVISORS LP 1 - 2024-03-31 350,000 $168,245,000 300,000
   MONETA GROUP INVESTMENT ADVISORS INC 8 - 2023-12-31 385,140 $168,229,000 16,212
   Fusion Family Wealth LLC 1 - 2024-03-31 339,807 $163,345,000 5,933
   Steward Partners Investment Advisory LLC 6 - 2024-03-31 330,946 $159,086,000 60,240
   ALLIANCEBERNSTEIN L.P. 279 - 2024-03-31 325,783 $156,604,000 35,914
   AJ WEALTH STRATEGIES LLC 2 - 2023-06-30 376,933 $153,517,000 134,693
   THRIVENT FINANCIAL FOR LUTHERANS 68 - 2024-03-31 318,548 $153,127,000 229
   JANNEY MONTGOMERY SCOTT LLC 42 - 2024-03-31 316,632 $152,205,000 106
   NATIXIS ASSET MANAGEMENT ADVISORS LP 58 - 2024-03-31 313,129 $150,521,000 49,556
   FIRST WESTERN TRUST BANK 2 - 2024-03-31 307,462 $147,797,000 6,561
   FMR LLC 914 - 2024-03-31 298,914 $143,688,000 39,353
   Edge Capital Group LLC 2 - 2024-03-31 291,701 $140,221,000 18,387
   Robertson Stephens Wealth Management LLC 1 - 2024-03-31 290,331 $139,562,000 15,177
   BLUE CREEK INVESTMENT PARTNERS LLC 1 - 2024-03-31 289,099 $138,970,000 37,908
   IEQ CAPITAL LLC 13 - 2024-03-31 285,455 $137,218,000 11,709
   Private Advisor Group LLC 14 - 2024-03-31 285,049 $137,023,000 2,367
   Atria Wealth Solutions Inc. 7 - 2024-03-31 283,099 $136,085,000 9,636
   Cresset Asset Management LLC 25 - 2024-03-31 282,654 $135,872,000 100,211
   Wescott Financial Advisory Group LLC 1 - 2024-03-31 277,512 $133,400,000 8,172
   Hardy Reed LLC 2 - 2024-03-31 275,184 $132,281,000 2,190
  100 Records found
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